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Moving Average on portfolio value graph

Questions on using, creating, or understanding data in Fund Manager graphs.

Postby Ricardo » Wed May 27, 2009 1:57 pm

Is it possible to apply a MA curve to the portfolio value graph?

I figure I could do it by creating an artificial stock or index where the price is the moving average of the portfolio value, but I like FundManager as a tool where I can just click and see how 'm doing without any intermediate steps or other programs (Excel)
Ricardo
 
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Joined: Tue Jan 27, 2009 6:49 pm

Postby Mark » Wed May 27, 2009 2:06 pm

Thank you for contacting Beiley Software.
We are closed for vacation from May 25th through May 29th.
We will reply to your email when we return.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby Mark » Sun May 31, 2009 3:41 pm

Hi Ricardo,

Sorry, this isn't an option today. We only calculate moving averages on prices, not portfolio values. We can consider this for a future improvement. If you'd really like to generate this graph, you can export portfolio value using "File / Export / Other / Portfolio Value..." and then import this as a price into a new artificial investment.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11601
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Ricardo » Thu Jun 04, 2009 6:45 pm

Thanks Mark
I'll try that, as well as just exporting to Excel.
Major plus with FundManager is seeing just where you are with a click or two. I know some use a cross of equity below MA as a "stop trading" signal, but it wont be too onerous to export portfolio values from time to time.
Ricardo
 
Posts: 12
Joined: Tue Jan 27, 2009 6:49 pm


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